# Harrison Fiduciary Group

Harrison Fiduciary Group is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** www.harrisonfiduciary.com
- **LinkedIn:** https://www.linkedin.com/company/harrison-fiduciary-group-llc

## Regulatory record

- **CRD number:** 155845
- **SEC file number:** 801-110949
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155845

## About

Harrison Fiduciary Group puts plan participants first while easing fiduciary burdens for retirement plan sponsors. The firm solely offers independent fiduciary services, devoid of conflicts of interest, and uniquely integrates decades of hands-on legal and investment industry expertise. It covers the three dimensions required to manage retirement plans prudently: ERISA, investments and corporate governance.

## Sectors

- Retirement Plan Management
- ERISA
- Fiduciary Services

## People

- Mitchell Shames — Founder & Managing Director
- David Nolan — Director of Investments & Research
- Keith Flynn — Chief Marketing Officer
- Susan Mangiero — Consultant

## Questions

### Does Harrison Fiduciary Group invest directly in private companies?

The firm's model relies on third-party fund commitments and manager selection rather than direct company-level investments. It builds client portfolios across public equities, fixed income, and alternative fund structures. There is no public evidence of direct co-investment or venture-stage activity.

## Related profiles

- [Harris Private Wealth Management & Insurance Solutions](https://altss.com/profile/harris-private-wealth-management-insurance-solutions)
- [Harry and Jeanette Weinberg Foundation](https://altss.com/profile/harry-and-jeanette-weinberg-foundation)

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Last updated: 2026-08-11T15:06:57.816Z

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